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Burling Wealth Partners’s Oneok OKE Stock Holding History

Burling Wealth Partners’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Sell
15,755
-75
-0.5% -$6.61K 0.2% 86
2026
Q1 		$1.43M Sell
15,830
-673
-4% -$55.4K 0.23% 82
2025
Q4 		$1.21M Sell
16,503
-2,312
-12% -$164K 0.19% 85
2025
Q3 		$1.37M Sell
18,815
-6,929
-27% -$531K 0.23% 80
2025
Q2 		$2.1M Sell
25,744
-4,210
-14% -$351K 0.39% 66
2025
Q1 		$2.97M Sell
29,954
-1,689
-5% -$168K 0.63% 50
2024
Q4 		$3.18M Buy
+31,643
New +$3.24M 0.65% 41

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burling Wealth Partners's OKE Position: Q2 2026 in Review

Burling Wealth Partners reduced its Oneok (OKE) stake by 0.47% in Q2 2026, selling an estimated $6.61K and leaving 15,755 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #86.

Burling Wealth Partners first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q4 2024. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Burling Wealth Partners held 15,755 shares of Oneok worth $1.37M as of Q2 2026.
  • Burling Wealth Partners sold 75 Oneok shares in Q2 2026, an estimated $6.61K.
  • Oneok made up 0.2% of Burling Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Burling Wealth Partners first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Oneok position peaked at $3.18M in Q4 2024.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.